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2023-07-17 11:10:00 ET Summary We favor emerging market to developed market assets on a brighter macro backdrop. We get granular and harness mega forces, per our playbook. U.S. bond yields slumped last week on softer CPI inflation data. We think still-tight labor markets will comp...
2023-07-04 00:43:00 ET Summary Although recessionary fears still loom large, we’re now seeing a confluence of trends that should bode well for some parts of the emerging-market bond universe. Among hard-currency assets, spreads have tightened in recent months but are still ...
2023-07-03 22:55:00 ET Summary Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities. With the tug of war between inflation and growth likely to continue as the year progresses, policy ra...
2023-07-03 22:27:00 ET Summary Central banks are finding it hard to finish the long journey toward inflation normalization, but we believe that policy rates are likely at or near their peaks - and could be maintained at elevated levels for some time. With roughly 500 basis points ...
2023-06-28 04:52:00 ET Summary Higher for longer interest rates support allocations to high quality fixed income. Equity markets are priced for an optimistic outcome; investors may want to consider steering towards a defensive stance. Trends such as demographics and artificial...
2023-06-02 04:30:00 ET Summary Emerging market (EM) fixed income has evolved into a more robust asset class since the 1990s, showing limited contagion and more tiering of credit spreads during the Covid crisis. Factors such as central banks adopting quantitative easing, longer ave...
2023-05-23 23:16:00 ET Summary The idea of bunting (“small ball”) in baseball is that you can, somewhat counterintuitively, build a game-winning strategy through conservative positioning. Since the GFC, financial markets had fallen into a dynamic whereby if economic ...
2023-05-19 03:30:00 ET Summary Emerging markets' local currency bonds continue to outpace their developed markets counterparts. Spreads among EM banks do not appear to indicate stress. General risk aversion and volatility have historically impacted “risk-on” asse...
2023-05-18 23:51:00 ET Summary The Fed remains the straw that stirs the drink. When it stirs this vigorously, stuff happens. For the first time in 15 years, investors are offered 5% returns on near-cash instruments, such as money market funds. By increasing holdings of (nearly...
2023-05-05 02:45:00 ET Summary As bond yields rose in 2022, investors sought refuge in high-yield bank loans, whose floating coupons are often heralded as an antidote to rising rates. But with conditions shaping up differently in 2023, bank loans may face challenges. We think ...
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2024-06-12 20:02:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-23 19:12:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-02-21 13:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...